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iShares Core US REIT ETF
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Overview Fund Activity

297 hedge funds and large institutions have $1.08B invested in iShares Core US REIT ETF in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 97 increasing their positions, 103 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
–
Holders Change %
0%
% of All Funds
5.14%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.28%
New
39
Increased
97
Reduced
103
Closed
36
Calls
–
Puts
$7K
Net Calls
-$7K
Net Calls Change
-$7K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$112M
2
CST
Charles Schwab Trust
Nevada
$15M
3
PF
Phoenix Financial
Israel
$8.56M
4
SRSA
S.R. Schill & Associates
Washington
$15.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.16M

Top Sellers

1
PA
Parallel Advisors
California
$3.77M
2
HighTower Advisors
HighTower Advisors
Illinois
$1.31M
3
Victory Capital Management
Victory Capital Management
Texas
$0
4
BlackRock
BlackRock
New York
$84.7M
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$3K +$3K +57 New
CI
277
Cordant Inc
Oregon
$3K +$3K +59 New
LWANC
278
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K – – –
WFA
279
WestHill Financial Advisors
California
$2K – – –
CA
280
Clearstead Advisors
Ohio
$2K – – –
IF
281
Integrity Financial
Wyoming
$2K – – –
BIA
282
Bell Investment Advisors
California
$2K +$2K +45 New
BCWM
283
Bartlett & Co Wealth Management
Ohio
$1.28K +$1.28K +27 New
HI
284
Harbour Investments
Wisconsin
$1K – – –
TWA
285
TCI Wealth Advisors
Arizona
$1K – – –
RG
286
Retirement Group
California
$1K – – –
NSIM
287
North Star Investment Management
Illinois
$1K +$33 +1 +3%
BC
288
Bartlett & Co
Ohio
$1K +$1K +27 New
FGAM
289
Financial Gravity Asset Management
Texas
$51 -$5 -5 -9%
JMF
290
Johnson Midwest Financial
Iowa
$43 +$43 +912 New
Bank of Montreal
291
Bank of Montreal
Ontario, Canada
$34 -$3.42K -61,657 -99%
Victory Capital Management
292
Victory Capital Management
Texas
– -$10.2M -190,489 Closed
FTUS
293
Flow Traders U.S.
New York
– -$5.34M -99,959 Closed
OMC
294
Old Mission Capital
Illinois
– -$1.26M -23,658 Closed
ACM
295
AlphaStar Capital Management
North Carolina
– -$1.26M -23,508 Closed
JCM
296
J2 Capital Management
Michigan
– -$1.25M -23,354 Closed
FFA
297
First Foundation Advisors
California
– -$796K -14,906 Closed
MCM
298
Monument Capital Management
Virginia
– -$789K -14,781 Closed
DWT
299
Dorsey & Whitney Trust
South Dakota
– -$653K -12,227 Closed
Marshall Wace
300
Marshall Wace
United Kingdom
– -$486K -9,100 Closed
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